Unclaimed
Mary Claire Bronton is an investment advisor representative with Wells Fargo Clearing Services, LLC, based in Barrington, IL. Mary Claire is a registered investment advisor in Illinois and Texas. Mary Claire has been working in the financial services industry since February 18, 1994. Mary Claire specializes in providing investment advice to individuals, corporations, and other businesses. Mary Claire also provides financial planning services and portfolio management for businesses and individuals. Prior to joining Wells Fargo, Mary Claire worked for Dean Witter Reynolds Inc. and Everen Securities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/20/2015 - Present
Wells Fargo Clearing Services, LLC (BARRINGTON IL)
NY
10/08/1994 - 09/15/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
12/15/1993 - 10/26/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 08/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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